Give every sales rep instant, personalized coaching after each call

AI reviews each sales call transcript against your CRM data and playbook, then sends the rep personalized coaching feedback.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"sales call ends"]:::trig s0["clean transcript and identify speakers"]:::task s1[("look up deal value and stage")]:::store s2["compare call to playbook"]:::task s3["send coaching feedback to rep"]:::task trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"personalized coaching feedback delivered"/]:::out pay{{"reps improve without manager review"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepA record or sheetResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsVoice & PhoneKnowledge Base & RAGCRM & Sales PipelineEmail AutomationMessaging & NotificationsSpreadsheet & Database OpsEducation & Training
Connects
HubSpotSalesforcePipedriveSupabaseOpenAI

The problem it solves

Reviewing sales calls to give reps real feedback takes time managers rarely have, so most calls go unreviewed and reps repeat the same mistakes. Generic coaching also doesn't account for whether the rep was talking to a small lead or a major account.

Who it fits

Sales teams and managers who want consistent, deal-aware coaching without manually reviewing every call.

How it works

  1. A sales call ends and the transcript comes in
  2. The system cleans up the transcript and identifies who's the rep and who's the prospect
  3. It looks up the deal's value and stage in your CRM
  4. AI compares the call against your company's own playbook and scripts
  5. It sends the rep specific, actionable coaching feedback
What you get

Coaching notes each rep actually reads after a call

Every rep gets personalized, deal-aware coaching feedback right after their call ends.

What you get

Personalized coaching feedback for each sales call, delivered right after it ends.

What you need

A CRM such as HubSpot, Salesforce, or Pipedrive, a Supabase account, and an OpenAI API key.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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